Milk Road AI Why AI Is the Biggest Investment Shift Since the Internet w/ Kris Patel
Dec 31, 2025
Kris Patel, a retail investor and AI market commentator, delves into why AI represents a monumental, long-term investment shift akin to the internet. He explains that investors should focus on firms like Meta, which is leveraging AI for ad monetization, while others miss the mark. Kris emphasizes the importance of gradual investing over time and discusses the rising electricity demands driven by AI and data centers. He also highlights opportunities in energy infrastructure, positioning AI as a driver for future growth in the sector.
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AI Is A Multi-Decade Sea Change
- AI is a multi-decade, internet-scale shift and we're only at the beginning of value creation.
- Invest gradually over 10–20 years to capture the long-term secular gains rather than timing short-term corrections.
Avoid Leveraged Short-Term AI Bets
- Avoid leveraged bets and short-dated options when backing AI because consolidation can take years.
- Invest through cycles and add positions gradually to avoid being crushed by timing risk.
Distribution And Cash Flow Trump Winner-Take-All
- Multiple hyperscalers can win in AI; distribution and cash flow matter more than a single winner-take-all outcome.
- Meta stands out because it already uses AI internally to drive monetizable ad improvements across billions of users.